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Protect and Enhance Your Estate: Definitive Strategies for Estate and Wealth Planning 3/E [Paperback]

Robert Esperti (Author), Renno Peterson (Author)
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Book Description

Publication Date: Feb 21 2012

“Our #1 choice in estate planning books.”
–Ken & Daria Dolan

The bestselling guide to securing a sound financial future for you and your loved ones—updated for uncertain times

In our time of political, social, and economic upheaval, taking steps to protect your estate isn’t enough to provide peace of mind for you or financial security for your loved ones. Given these new levels of uncertainty, you need to reduce risk by using life insurance and other financial products to fund estate planning.

This new, fully updated edition of the estate planning classic helps you take your estate planning to the next level. In addition to all the basics on wills, jointly held property, taxation, and philanthropy, Protect and Enhance Your Estate covers the latest developments regarding:

  • Disability planning
  • Living trusts
  • Asset protection
  • Family limited partnerships
  • Proper use of life and long-term care insurance

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Product Details

Product Description

About the Author

Robert A. Esperti, Renno L. Peterson, and David K. Cahoone are nationally preeminent estate planning attorneys who have practiced law together for a combined 100 years. Between them, they have written 26 books and treatises on planning, including the bestselling Loving Trust. They founded and chaired the National Network of Estate Planning Attorneys and the Esperti Peterson Institute for High Net Worth Planning, and created the National Estate Planning Course for the American Institute of Certified Public Accountants.

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Front Cover | Copyright | Table of Contents | Excerpt | Index
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Most Helpful Customer Reviews on Amazon.com (beta)
Amazon.com: 5.0 out of 5 stars  3 reviews
1 of 1 people found the following review helpful
5.0 out of 5 stars Excellent Book Mar 14 2013
By Solazzo - Published on Amazon.com
Format:Paperback
I became aware of Cahoone, Esperti and Peterson's (CEP) estate conservation techniques in the early 1990s when I was an insurance agent with a specialization of working with high net worth entrepreneurs on estate planning and asset protection strategies. My clients had worked years to build meaningful and profitable enterprises to find out their distant Uncle Sam was entitled to more of what they had built than their truly loved ones. CEP's work continued to be an important tool when as a sales manager, I educated hundreds of insurance agents on estate planning strategies in seminars.

CEP's understanding of the effort and concerns of entrepreneurs, athletes and entertainers coupled with their wisdom gained through decades of tax and estate planning , is as much cutting edge as timeless. It continues to guide me 20 years later as a business owner focused on growing and preserving the newest business I am building. Protect and Enhance Your Estate should serve as an eye opener for anyone oblivious to the potential dilution of all we've sweated so much to build. Buy the book and call David Cahoone to get the scoop on protecting it!!
1 of 1 people found the following review helpful
5.0 out of 5 stars Best I've read on the subject! Mar 12 2013
By Scott N. - Published on Amazon.com
Format:Paperback
This book by David, Renno and Robert is well laid out, thoughtful, practical, relevant, understandable and well worth reading for anyone remotely involved in estate planning. As a financial planner and CPA I find the book to be extremely helpful as a resource and guide. Aside from what you'd expect, it contains a blend of wisdom, realism, practicality and wit that can be used in any advisory business that touches estate planning!
5.0 out of 5 stars Tremendous Fan April 19 2013
By Kevin - Published on Amazon.com
Format:Paperback
Protect and Enhance Your Estate takes the complexities of estate planning and wealth transfer and breaks them down into pieces, each of which is addressed in a clear and concise manner. As a lawyer I am a tremendous fan of this book and its predecessor, Protect Your Estate, which I have used enthusiastically for over 10 years. I routinely give this book to clients and potential clients to assist them in learning more about objectives and solutions that may work for them. This book educates the reader on how to avoid problems, capture opportunities, and obtain peace of mind regarding estate planning decisions that are best for them and their loved ones.

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